+390.2%
NVT vs FGI
-69.1%
+459.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.4% | -4.9% | -2.5% |
| 7D | +7.0% | +14.7% | -7.7% | +6.8% |
| 30D | -2.3% | +67.0% | -69.3% | -3.9% |
| 3M | -3.1% | +31.0% | -34.1% | -4.3% |
| 6M | +47.0% | +126.8% | -79.8% | +42.8% |
| YTD | +56.2% | +35.6% | +20.6% | +52.7% |
| 1Y | +74.5% | +108.9% | -34.4% | +69.8% |
| 3Y | +184.0% | -0.3% | +184.3% | +179.6% |
| All | +390.2% | -69.1% | +459.3% | +392.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling